-34.4%
GIS vs IAU
+124.3%
-158.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.5% |
| 7D | -8.3% | +0.7% | -9.0% | -8.3% |
| 30D | +2.2% | +0.3% | +1.8% | +2.1% |
| 3M | +15.7% | +0.7% | +15.0% | +15.8% |
| 6M | -12.0% | -15.5% | +3.5% | -11.2% |
| YTD | -15.0% | +1.0% | -15.9% | -15.1% |
| 1Y | -20.1% | +19.6% | -39.7% | -21.0% |
| All | -34.4% | +124.3% | -158.7% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IAU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling